The Progeny Group | Client Executive
3 weeks ago
Client Executive
Department:
Operations
Employment Type:
Full Time
Location:
Singapore
Description
As a Client Executive, you will work collaboratively with Financial Planners and team members to support a wide variety of administrative tasks to ensure clients receive an exceptional level of service. With excellent interpersonal and client care skills, you will build and maintain relationships across the business and always strive for outstanding standards.
Key Responsibilities
Develop a comprehensive understanding of the proposition, processes, and procedures.
Prepare, process, and support new business and the onboarding of new clients; processing and submitting a range of pensions, life assurance, and investment business.
Prepare and support the review meetings.
Deal with correspondence and telephone enquiries from clients.
Build and manage client relationships in support of the Planner.
Ensure client data is accurate and up to date on systems.
Skills, Knowledge and Expertise
Experience in a supporting/administration role within a financial service setting.
Experience working in a client-facing role.
Good working knowledge in areas such as pensions, investments, and protection.
Knowledge of provider platforms and their transactional requirements.
Diploma in Financial Planning or working towards (desirable).
Excellent interpersonal and client care skills.
Well organised and excellent time management skills.
#J-18808-Ljbffr
-
The Progeny Group | Financial Planner
3 weeks ago
Singapore The Progeny Group Full timeFinancial Planner Department: Wealth Employment Type: Full Time Location: Relocation from UK to Brussels, Belgium Compensation: €50,000 - €80,000 / year plus bonus Description Progeny is entering an exciting phase of growth and succession, which has led to the acquisition of The Fry Group. Together, we offer wealth management and financial advice, with...
-
The Progeny Group | Paraplanner
3 days ago
Singapore The Progeny Group Full timeParaplanner Department: Operations Employment Type: Full Time Location: Singapore Description Progeny is experiencing an exciting phase of growth and succession. Due to the continued success of our team in Singapore, a Paraplanning opportunity is available to support the growing portfolio and deliver excellent client outcomes. This is a great time to join...
-
Financial Planner Assistant
4 weeks ago
Singapore PROGENY (SG) PTE. LTD. Full timeAbout ProgenyProgeny (SG) Pte. Ltd. is a leading professional advisory firm providing integrated financial and legal services for private clients, businesses, family offices, and charities.We pride ourselves on building successful relationships by delivering high-quality service, upholding accountability, and prioritizing personal commitment to our clients,...
-
Paraplanner
2 months ago
Singapore PROGENY (SG) PTE. LTD. Full timeRoles & ResponsibilitiesAbout UsProgeny is a professional advisory firm providing integrated financial and legal services for private clients, businesses, family offices and charities.Everyone is an individual and we take care in building successful relationships providing the highest quality service. We believe in accountability and personal commitment and...
-
Wealth Planning Coordinator
4 weeks ago
Singapore PROGENY (SG) PTE. LTD. Full timeUnlock Your Potential in Wealth PlanningWe are seeking a highly skilled Wealth Planning Coordinator to join our dynamic team at Progeny (SG) Pte. Ltd.About UsAt Progeny, we pride ourselves on providing exceptional financial and legal services to private clients, businesses, family offices, and charities. Our commitment to building successful relationships...
-
Key Financial Planner Role
4 weeks ago
Singapore PROGENY (SG) PTE. LTD. Full timeAbout UsProgeny (SG) PTE. LTD., a professional advisory firm, offers integrated financial and legal services to private clients, businesses, family offices, and charities.We foster successful relationships by providing high-quality service, promoting accountability, and personal commitment.We strive to do the right thing for our clients, team members, and...
-
Northeast Private Client Group | Client Advisor
3 weeks ago
Singapore Northeast Private Client Group Full timeJob Summary Are you a passionate people person who enjoys assisting others in making purchase decisions? Are you a professional with experience in the sales field, especially in the luxury industry, particularly in fashion? Do you like keeping tabs on the latest luxury fashion trends? We’d like to hear from you!Luxehouze, a marketplace for 100% authentic...
-
Singapore Northeast Private Client Group Full timeOKX will be prioritising applicants who have a current right to work in Singapore, and do not require OKX's sponsorship of a visa Who We Are At OKX, we believe the future will be reshaped by technology. Founded in 2017, we are revolutionising world systems through our cutting-edge digital asset exchange, Web3 portal and blockchain ecosystems. We reshape...
-
Client advisor
1 month ago
Singapore Northeast Private Client Group Full timeJob Summary Are you a passionate people person who enjoys assisting others in making purchase decisions? Are you a professional with experience in the sales field, especially in the luxury industry, particularly in fashion? Do you like keeping tabs on the latest luxury fashion trends? We’d like to hear from you!Luxehouze, a marketplace for 100% authentic...
-
Singapore The Search Group Full timeClient Services Manager Company Overview The Search Group is a Risk and Research consultancy firm with a global footprint, and an enhanced presence in both Europe and East Asia. Our global clients rely upon us for due diligence, business intelligence, and specialist research products. We are also available to assist clients develop their ethics and...
-
Client services manager: due diligence
2 months ago
Singapore The Search Group Full timeClient Services Manager Company Overview The Search Group is a Risk and Research consultancy firm with a global footprint, and an enhanced presence in both Europe and East Asia. Our global clients rely upon us for due diligence, business intelligence, and specialist research products. We are also available to assist clients develop their ethics and...
-
TMF Group | Legal Counsel
3 weeks ago
Singapore TMF Group Full timeWherever you’re based and whatever your role at TMF Group, one thing’s for certain: you’ll be part of a truly diverse, global business and benefit from the many advantages that brings. Job Title Legal Counsel (Global Client Contracting)About TMF Group TMF Group is a leading global provider of high-value business services to clients operating and...
-
The Adecco Group | AML Executive
3 days ago
Singapore The Adecco Group Full timeGet AI-powered advice on this job and more exclusive features. About the Client Our client is a foreign bank looking for an AML Executive to join their expanding team. Main Duties & Responsibilities Establish and implement frameworks to manage AML/CFT risks. Support with AML/FCC testing and review the effectiveness of policies. Keep abreast of industry best...
-
TMF Group | Executive, HR
3 weeks ago
Singapore TMF Group Full timeWherever you’re based and whatever your role at TMF Group, one thing’s for certain: you’ll be part of a truly diverse, global business and benefit from the many advantages that brings. About TMF Group TMF Group is a leading global provider of high-value business services to clients operating and investing globally. We focus on providing specialized...
-
Capital Group | Global Client Service
3 days ago
Singapore Capital Group Full timeGlobal Client Service & Operations Senior Analyst Apply locations Singapore time type Full time posted on Posted 30+ Days Ago job requisition id JR4004Role Summary: Autonomously delivers market leading client experience through full lifecycle execution of client transition activities and operational servicing needs. Collaborates with and effectively manages...
-
Zeno Group | Account Executive
3 weeks ago
Singapore Zeno Group Full timeZeno Group Singapore has a mantra: “Fearless work for Fearless Clients”. An integrated, digital-social by design agency located in Singapore, we produce creative campaigns for local, regional and global clients. In doing so, we solve business problems and help our client navigate an ever-evolving landscape through a unique blend of creativity and...
-
TMF Group | Executive, HR
2 weeks ago
Singapore TMF Group Full timeWe never ask for payment as part of our selection process, and we always contact candidates via our corporate accounts and platforms. If you are approached for payment, this is likely to be fraudulent. Please check to see whether the role you are interested in is posted here, on our website. About TMF Group TMF Group is a leading global provider of...
-
*confidential* chief executive officer
1 month ago
Singapore Space Executive Full timeAbout the Company A leading fintech group poised to redefine wealth management through a cutting-edge platform. The company is on an ambitious journey to create a state-of-the-art solution tailored to modern wealth management needs. Role Overview The CEO will play a pivotal strategic and operational role in leading the company’s vision and execution for...
-
Singapore This is an IT support group Full timeExecutive, Greenhouse (Clients & Markets)Date: 25 Nov 2024Service Line / Portfolios: Marketing Location: Singapore, Singapore, SG Title: Executive, Greenhouse (Clients & Markets)Are you ready to unleash your potential?At Deloitte, our purpose is to make an impact that matters for our clients, our people, and the communities we serve. We believe we have a...
-
Client Advisor Assistant
4 weeks ago
Singapore United Overseas Bank Ltd. Full timeClient Advisor Assistant, Private Client Group Location: Singapore (City Area), Singapore, SG, 048624Company: United Overseas Bank Ltd About UOB United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. Our history spans...